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Fisher Investments on Industrials

ISBN: 978-0-470-45228-8
224 pages
August 2009
Fisher Investments on Industrials (0470452285) cover image
The fourth installment of the Fisher Investments On series is a comprehensive guide to understanding and analyzing investment opportunities within the global Industrials sector. Fisher Investments on Industrials can help you quickly become familiar with this highly diversified sector, how the sector is segmented by industries, their respective macroeconomic drivers, and the challenges facing Industrials firms.

This reliable guide skillfully addresses how to determine optimal times to invest in Industrials stocks, and which industries and sub-industries have the potential to perform well in various environments. The global Industrials sector is complex, including a variety of sub-industries and countries—each with their own unique characteristics. Using the framework found here, you'll discover how to identify these differences, spot opportunities, and avoid major pitfalls.

Fisher Investments on Industrials:

  • Discuses industry fundamentals, drivers, attributes, and potential challenges
  • Profiles each of the Industrials sector's sub-industries, broken down by industry group: Capital Goods, Transportation, and Commercial Services & Supplies
  • Delves into a top-down investment methodology as well as individual security analysis

led with in-depth insights and expert advice, Fisher Investments on Industrials provides a framework for understanding this sector and can help you make better investment decisions—now and in the future. With this book as your guide, you can quickly gain a global perspective of investing with regard to Industrials.

For more information visit www.industrials.fisherinvestments.com

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Foreword.

Preface.

Acknowledgments.

Part 1: Getting Started in Industrials.

Chapter 1: Industrials Basics.

Industrials Basics.

Industrials Characteristics.

The Modern Production Process.

Chapter 2: History of Modern Manufacturing.

The Advancement of Trade and Investment.

The Rise of Asia and Changes in the Manufacturing Landscape.

The State of US Manufacturing.

Chapter 3: Industrials Sector Drivers.

Corporate Spending.

Government Spending.

Part 2: Next Steps: Industrials Details.

Chapter 4: Industrials Sector Breakdown.

Global Industry Classification Standard (GICS).

Global Industrials Benchmarks.

Capital Goods Industry Group.

Transportation.

Commercial & Professional Services.

Chapter 5: Staying Current: Tracking Sector Fundamentals.

What to Watch.

Corporate and Government Spending Related Metrics.

Industry Specific Indicators.

Chapter 6: The Infrastructure Market.

A Very Big Market.

Infrastructure Investment Drivers.

Risks to Infrastructure Growth.

Participating in the Infrastructure Boom.

Part 3: Thinking Like a Portfolio Manager.

Chapter 7: The Top Down Method.

Investing Is a Science.

Einstein's Brain and the Stock Market.

The Top-Down Method.

Top-Down Deconstructed.

Managing Against a Industrials Benchmark.

Chapter 8: Security Analysis.

Make Your Selection.

A Five-Step Process.

Important Questions to Ask.

Chapter 9: Allocating your “Capital Good”.

Strategy #1: Adding Value at the Industry Level.

Strategy #2: Adding Value at the Security Level.

Strategy #3: Industrials Sector Downturn.

How to Implement Your Strategy.

Appendix: Industrials Websites and Data Sources.

Notes.

Glossary.

About the Authors.

Index.

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Matt Schrader is an Industrials analyst for Fisher Investments. He is also a contributing columnist for MarketMinder.com. Matt is a graduate of the University of California, San Diego. Originally from Marin County, California, he currently resides in San Francisco.

Andrew S. Teufel has been with Fisher Investments since 1995 where he currently serves as a Co-President and the Director of Research. Prior to joining Fisher Investments, he worked at Bear Stearns as a corporate finance analyst in its Global Technology Group. Andrew also instructs at many seminars and educational workshops throughout the United States and United Kingdom, and lectures at the Haas School of Business at UC Berkeley. He is also the Editor in Chief of MarketMinder.com. Andrew is a graduate of UC Berkeley.

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